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Vanguard - 529 Portfolio - Vanguard Total Bond Market Index Portfolio Overview

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Vanguard Total Bond Market Index Portfolio
Overview
Unit Price as of 04/17/2014$15.93
Change–$0.06–0.38%
Expense ratio as of 10/31/20130.26%
Inception date12/16/2002

 

Vanguard Total Bond Market Index Portfolio seeks to track the performance of a broad, market-weighted bond index.

Learn more about this portfolio's investment strategy and policy.


Style
TypeIntermediate-Term Bond
CategoryIntermediate-Term Bond

 


Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.

Bond style
Vanguard uses a 9-box grid called a "style box" to illustrate how our bond fund holdings are distributed by credit quality and average maturity. Credit quality is a measure of a bond issuer's ability to pay interest and repay principal in a timely manner. Quality ranges from Treasury bonds or agency bonds (generally the highest quality issues), investment-grade corporate (medium to high quality), and below investment grade. Average maturity is the length of time until the bonds in the fund are due to be repaid. Maturities are classified as short-, intermediate-, or long-term.

Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade

Average Annual Returns—Updated Quarterly as of 03/31/2014

The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. See performance data current to the most recent month-end. Expense ratio information can be found on the Overview page.

Important 529 performance information

Display data in table

 Vanguard Ttl Bond Mkt Idx Inception Date: 12/16/2002
 Spliced Barclays USAgg Float Adj Ix* (Benchmark)
*Barclays U.S. Aggregate Bond Index through December 31, 2009; Barclays U.S. Aggregate Float Adjusted Index thereafter.

Glossary

For more information about The Vanguard 529 College Savings Plan, download a Program Description or request one by calling 866-734-4530. The Program Description includes investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor and Underwriter. Please note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan[s], or any other 529 plan, to learn more about those plans' features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Vanguard 529 College Savings Plan is a Nevada Trust administered by the Board of Trustees of the College Savings Plans of Nevada, chaired by State Treasurer Kate Marshall. 

The Vanguard Group, Inc., serves as the Investment Manager and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan. Upromise Investments, Inc., serves as Program Manager and has overall responsibility for the day-to-day operations, including effecting transactions. The Plan’s portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Investment returns are not guaranteed and you could lose money by investing in the Plan.

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